Seth’s 20-year career in financial services has included roles from financial planning and advice to leading large-scale change management efforts, fin-tech initiatives, building teams, and developing constructive relationships. Seth has often been the “go-to” person to lead large and complex efforts under challenging circumstances – requiring a high level of adaptability and creativity to achieve strategic long-term goals. He brings this expertise to CAV_OK Family Office to assist families with complex financial circumstances.
Seth earned a bachelor’s degree in Finance & Financial Management, and a second bachelor’s in Religion, from the University of North Carolina at Charlotte.
Seth is a musician and serves as the primary worship leader at his church. He has built and led several music programs for Christian ministries around Charlotte. Seth and his family enjoy regional and cross-country travels around the U.S. in their RV. Seth lives with his wife and four children in Davidson, NC.
Creative, Resourceful, Loyal, Tenacious, Results-Oriented